-22.0%
FND vs LPLA
-21.6%
-0.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LPLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.1% | -2.3% | -2.2% |
| 7D | -6.8% | -0.9% | -5.9% | -6.7% |
| 30D | +8.0% | -9.5% | +17.5% | +9.0% |
| 3M | -18.9% | -21.9% | +2.9% | -17.2% |
| 6M | +4.7% | -2.6% | +7.3% | +5.7% |
| YTD | -21.6% | -17.8% | -3.8% | -18.6% |
| 1Y | -22.0% | -21.2% | -0.8% | -18.2% |
| All | -22.0% | -21.6% | -0.5% | -18.2% |
Cumulative growth
Daily Returns
Daily percentage return beside LPLA.
Daily Out/Under-Performance
Portfolio return minus LPLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LPLA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded LPLA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling